John Trevisan
Investment Adviser Representative at Portfolio Medics, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Trevisan is an investment adviser representative with Portfolio Medics, LLC in Springfield, PA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Pennsylvania and Texas.
Registrations & licenses
- Investment adviser:
- Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Portfolio MedicsJun 2026 – no end date reportedBonita Springs, FL
- Porto FinancialFeb 2025 – no end date reportedSpringfield, PA
- VuoriMay 2024 – Jan 2025King of Prussia, PA
- Lumis ConsultingMar 2023 – Feb 2025Springfield, PA
- Springfield Country ClubApr 2023 – Aug 2023Springfield, PA
- ChipotleFeb 2023 – Jun 2023Springfield, PA
- Trev CustomsJun 2022 – Jan 2025Springfield, PA
- Moser HomesJun 2022 – Aug 2022Malvern, PA
- Newtown Edgmont Little LeagueSep 2021 – Oct 2022Newtown Square, PA
- StudentJun 2016 – Jun 2022Springfiled, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Portfolio Medics, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $150,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 84
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Bonita Springs, FL
- SEC file number:
- 801-113846
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at Portfolio Medics, LLC
Showing 12 of 84 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Trevisan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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